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Digital Assets

Digital assets cover the companies whose earnings move with cryptocurrency prices and on-chain activity — exchanges, miners, custodians, and payment rails. Results are highly cyclical and closely tied to regulation.

160 stocks

Bitcoin Miners Corporate Crypto Treasuries Crypto Exchanges Stablecoin Infrastructure

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
551	AP Archon Partners Princeton Junction, New Jersey	$24.3M	$0	2	3.27%	Maintained
552	Stephens Investment Management Group Houston, Texas	$24.3M	+$6.1M	3	0.36%	Increased
553	Horizon Kinetics Asset Management New York	$24.3M	+$1.82M	3	0.81%	Increased
554	Elo Mutual Pension Insurance Espoo, Finland	$24.3M	+$21.6M	2	0.81%	New
555	Norinchukin Bank Tokyo, Japan	$24.3M	-$121K	1	0.35%	Reduced
556	TC TownSquare Capital Provo, Utah	$24.3M	+$3.85M	2	1.08%	Increased
557	Andra AP-fonden Goteborg, Sweden	$24.2M	-$8.79M	2	0.53%	Reduced
558	PS Portfolio Strategies Monsey, New York	$24.1M	+$19.5M	1	4.7%	New
559	Achmea Investment Management Zeist, Netherlands	$24M	-$1.74M	3	0.87%	Reduced
560	QS Investors New York	$23.8M	-$1M	3	0.29%	Reduced
561	ACM Axel Capital Management New York	$23.8M	-$9.22M	2	7.72%	Reduced
562	Windward Capital Management Los Angeles, California	$23.6M	-$2.95M	1	2.38%	Reduced
563	SCA Snowden Capital Advisors New York	$23.6M	+$822K	2	1.55%	Increased
564	Sycomore Asset Management Paris, France	$23.6M	-$348K	1	4.93%	Reduced
565	Cerity Partners New York	$23.3M	+$1.28M	3	0.75%	Increased
566	Amalgamated Bank New York	$23.3M	+$102K	5	0.88%	Increased
567	Vestor Capital Chicago, Illinois	$23.2M	+$420K	1	2.81%	Increased
568	Glazer Capital LLC New York	$23.2M	+$15M	1	0.83%	Increased
569	IAM Infusive Asset Management New York	$23.1M	+$20.5M	1	7.65%	New
570	PC Permit Capital West Conshohocken, Pennsylvania	$23.1M	-$10M	1	8.04%	Reduced
571	Ironvine Capital Partners Omaha, Nebraska	$23M	-$983K	1	2.88%	Reduced
572	RA Riverstone Advisors New Braunfels, Texas	$23M	-$754K	1	12.76%	Reduced
573	Dillon & Associates Jackson, Michigan	$22.9M	-$65.5K	1	4.97%	Reduced
574	Wealthfront Advisers Palo Alto, California	$22.6M	+$880K	2	0.14%	Increased
575	NEA Management Company Timonium, Maryland	$22.5M	$0	1	0.59%	Maintained